U.S. institutional investors increasing private market exposure, leaving ESG behind: report
Private equity allocations are increasing to 12 per cent in the asset mix of U.S.-based institutional investors while public equities reached 38 per cent in…
Latest news in Research & Markets
Coverage of the 2025 DC Plan Summit
Benefits Canada celebrated the Defined Contribution Plan Summit’s 25th anniversary by looking at how the world has changed over the last quarter century, the subsequent…
- By: Benefits Canada
- April 3, 2025 April 1, 2025
- 08:00
2025 DC Plan Summit: President Trump’s pro-business agenda could boost mergers, acquisitions and public offerings
Donald Trump is poised to be the “most transformational” U.S. president due to his corporate tax rate approach and a unique deregulation plan across financial…
- By: Bryan McGovern
- April 3, 2025 April 4, 2025
- 07:59
2025 DC Plan Summit: Making the case for more Canada in DC investment portfolios
Home-country bias is a conversation that ebbs and flows, with U.S. investment returns since the 2008/09 financial crisis reigniting the conversation, said Jon Knowles, institutional…
- By: Jennifer Paterson
- April 3, 2025 March 26, 2025
- 07:54
2025 DC Plan Summit: Aluminum tariff policy shows misguided U.S. approach against Canada
Amid all of the Canadian industries impacted by tariffs imposed by U.S. President Donald Trump, targeting the production of aluminum shows a misunderstanding of the…
- By: Bryan McGovern
- April 3, 2025 April 3, 2025
- 07:50
66% of institutional investors increasing private asset allocations: survey
Two-thirds (66 per cent) of global institutional investors say they plan to increase their private asset allocations over the next five years, according to a…
- By: Staff
- March 31, 2025 March 31, 2025
- 14:30
Canadian institutional investors prioritizing liquidity needs in small-cap equity market: report
Canadian institutional investors are prioritizing efficient access to liquidity and high-quality brokerage services in the domestic equity market, according to a new report from Crisil…
- By: Staff
- March 27, 2025 March 25, 2025
- 11:00
Pension risk transfer sales increase to $5.2BN in Q4 2024: report
The pension risk transfer market achieved a record-breaking demand with $11 billion in deals at the end of 2024, according to a new report from…
- By: Staff
- March 26, 2025 March 26, 2025
- 09:00
How institutional investors are approaching community bonds
While community bonds, an investment asset offered by not-for-profits looking to raise capital for socially conscious projects, are growing in Canada, they don’t match the…
- By: Bryan McGovern
- March 18, 2025 March 24, 2025
- 09:00
Survey finds institutional investors are pushing for increased automation from bond dealers
Institutional investors are looking for bond dealers to invest more in increased automation supported by more data and more application programming interfaces, according to a…
- By: Staff
- March 17, 2025 March 13, 2025
- 15:00
OPTrust returns 9.6% in 2024, remains fully funded
The OPSEU Pension Trust is reporting a return of 9.6 per cent in 2024, according to its latest year-end report. It found, as at Dec.…
- By: Staff
- March 14, 2025 March 13, 2025
- 15:00
HOOPP reports 9.7% return in 2024, net assets increase to $123BN
The Healthcare of Ontario Pension Plan is reporting a 9.7 per cent return as at Dec. 31, 2024, with net assets increasing to $123 billion,…
- By: Staff
- March 13, 2025 March 12, 2025
- 11:00
Canadian government bond yields decrease in February due to U.S. tariff threat: report
Canadian government bond yields declined further in February based on the impact to growth from tariff policy from the U.S. on Canadian exports materializing, according…
- By: Staff
- March 12, 2025 March 12, 2025
- 15:00
Editorial: Sleep is the best medicine in an increasingly foreboding world
It’s been nearly two years since I slept through the night — my 15-month-old daughter is still waking up to nurse and I wasn’t sleeping…
- By: Jennifer Paterson
- March 7, 2025 March 6, 2025
- 09:00
Institutional investors keeping events in perspective in 2025
In the social media age, it’s easier than ever to lose perspective on events and even institutional investors are susceptible to overreaction amid the avalanche…
- By: Michael McKiernan
- March 7, 2025 March 6, 2025
- 08:55
Estimated funded status of U.S. multi-employer DB plans rises to 97% in 2024: report
The aggregate funded percentage of all U.S. multi-employer defined benefit pension plans reached 97 per cent as at Dec. 31, 2024, an increase from 89…
- By: Staff
- February 28, 2025 February 24, 2025
- 15:00
Caisse returns 9.4% in 2024, net assets grow to $473BN
The Caisse de dépôt et placement du Québec is reporting a 9.4 per cent investment return as at Dec. 31, 2024, pushing its total net…
- By: Staff
- February 26, 2025 February 26, 2025
- 15:00
OMERS returns 8.3%, grows net assets to $138.2BN in 2024
The Ontario Municipal Employees’ Retirement System is reporting a return of 8.3 per cent as at Dec. 31, 2024. The investment organization surpassed its 7.5…
- By: Staff
- February 24, 2025 February 24, 2025
- 15:00
Institutional investors need to step up on climate as political momentum wavers: report
An advocacy group is calling on Canada’s public pension managers to use their financial heft to more publicly work to reduce climate change as political efforts become…
- By: Ian Bickis, the Canadian Press
- February 19, 2025 February 19, 2025
- 15:00
Report finds global pension assets increase 4.9% in 2024
Global pensions assets rose by 4.9 per cent as of December 2024, reaching a record US$58.5 trillion, led by growth in the largest defined contribution…
- By: Staff
- February 18, 2025 February 13, 2025
- 09:00
Canadian pension funds can create, capture value by achieving scale, vertically integrating value chains: report
Large Canadian pension funds can create and capture value in financial markets by achieving scale in strategic markets, vertically integrating parts of the value chain…
- By: Staff
- February 13, 2025 February 14, 2025
- 11:00
Global government bonds see positive returns in January amid further quantitative easing measures: report
Global government bond returns finished January on a positive note, buoyed by expectations of further quantitative easing, such as in Canada, the E.U. and the…
- By: Staff
- February 11, 2025 February 11, 2025
- 11:00
Average Canadian DB pension plan returns -1.3% in December: report
The funded position of a typical Canadian defined benefit pension plan decreased both on a solvency and accounting basis in December 2024, according to Telus…
- By: Staff
- February 10, 2025 February 7, 2025
- 09:00
Average Canadian DB pension plan returns 1.6% in Q4 2024: report
The average Canadian defined benefit pension plan returned 1.6 per cent during the fourth quarter of 2024, a decrease from 5.1 per cent in the…
- By: Staff
- February 5, 2025 January 31, 2025
- 15:00
Report ranks CPPIB, Caisse among global institutional investors with highest total deal values in 2024
The Canada Pension Plan Investment Board and the Caisse de dépôt et placement du Québec were ranked No. 3 and No. 8, respectively, among the…
- By: Staff
- February 5, 2025 February 3, 2025
- 15:00
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